CWBFX vs. RGAGX
Compare and contrast key facts about American Funds Capital World Bond Fund (CWBFX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
CWBFX is managed by American Funds. It was launched on Aug 3, 1987. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
CWBFX vs. RGAGX - Performance Comparison
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CWBFX vs. RGAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CWBFX American Funds Capital World Bond Fund | -2.08% | 7.78% | -3.25% | 5.81% | -17.52% | -5.17% | 9.91% | 7.66% | -1.81% | 7.26% |
RGAGX American Funds The Growth Fund of America Class R-6 | -7.99% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, CWBFX achieves a -2.08% return, which is significantly higher than RGAGX's -7.99% return. Over the past 10 years, CWBFX has underperformed RGAGX with an annualized return of 0.20%, while RGAGX has yielded a comparatively higher 14.74% annualized return.
CWBFX
- 1D
- 0.57%
- 1M
- -2.97%
- YTD
- -2.08%
- 6M
- -2.02%
- 1Y
- 2.27%
- 3Y*
- 1.69%
- 5Y*
- -2.42%
- 10Y*
- 0.20%
RGAGX
- 1D
- 3.55%
- 1M
- -6.32%
- YTD
- -7.99%
- 6M
- -7.03%
- 1Y
- 17.19%
- 3Y*
- 20.63%
- 5Y*
- 9.29%
- 10Y*
- 14.74%
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CWBFX vs. RGAGX - Expense Ratio Comparison
CWBFX has a 0.95% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Return for Risk
CWBFX vs. RGAGX — Risk / Return Rank
CWBFX
RGAGX
CWBFX vs. RGAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital World Bond Fund (CWBFX) and American Funds The Growth Fund of America Class R-6 (RGAGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CWBFX | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.86 | -0.40 |
Sortino ratioReturn per unit of downside risk | 0.69 | 1.37 | -0.68 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.20 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.29 | -0.59 |
Martin ratioReturn relative to average drawdown | 2.42 | 4.90 | -2.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CWBFX | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.86 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.37 | 0.46 | -0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.04 | 0.75 | -0.72 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.80 | +0.05 |
Correlation
The correlation between CWBFX and RGAGX is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CWBFX vs. RGAGX - Dividend Comparison
CWBFX's dividend yield for the trailing twelve months is around 2.83%, less than RGAGX's 11.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWBFX American Funds Capital World Bond Fund | 2.83% | 2.68% | 3.01% | 2.47% | 1.99% | 2.63% | 3.18% | 2.26% | 1.87% | 1.80% | 2.05% | 0.58% |
RGAGX American Funds The Growth Fund of America Class R-6 | 11.95% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
CWBFX vs. RGAGX - Drawdown Comparison
The maximum CWBFX drawdown since its inception was -27.91%, smaller than the maximum RGAGX drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for CWBFX and RGAGX.
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Drawdown Indicators
| CWBFX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.91% | -36.19% | +8.28% |
Max Drawdown (1Y)Largest decline over 1 year | -4.45% | -13.71% | +9.26% |
Max Drawdown (5Y)Largest decline over 5 years | -26.34% | -36.19% | +9.85% |
Max Drawdown (10Y)Largest decline over 10 years | -27.91% | -36.19% | +8.28% |
Current DrawdownCurrent decline from peak | -15.72% | -10.64% | -5.08% |
Average DrawdownAverage peak-to-trough decline | -4.14% | -5.53% | +1.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.28% | 3.62% | -2.34% |
Volatility
CWBFX vs. RGAGX - Volatility Comparison
The current volatility for American Funds Capital World Bond Fund (CWBFX) is 2.07%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 6.74%. This indicates that CWBFX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CWBFX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.07% | 6.74% | -4.67% |
Volatility (6M)Calculated over the trailing 6-month period | 3.14% | 12.12% | -8.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.50% | 21.00% | -15.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.50% | 20.23% | -13.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.63% | 19.64% | -14.01% |